Many expatriates living in South Africa desire an experienced and qualified investment, insurance & taxation consultant, who will understand their specific needs, and has the expert knowledge about foreign markets and their products.

After an intensive search and comparison of financial advisory boards in South Africa,
we have found the perfect partner to provide excellent and professional service for our clients.

The expert team consists of:      

The Financial Planner was born in Angola to a Portuguese father. He has practiced as a financial planner since March 2000 and his qualifications include a Graduate Diploma in Marketing Management. He will also be completing his post-graduate qualification in Financial Planning soon. His knowledge and scope extends to successfully conducting full Financial Needs Analysis (FNA) for individuals and businesses, which includes risk planning, retirement planning, investment planning, estate planning and tax planning.

The Risk Consulting Manager is a born and bred South African. He has a B.Comm degree from Stellenbosch University, as well as a CoP and ICiBS from the Insurance Institute of South Africa. He specialises in short term insurance cover, his scope of advice including personal, commercial and liability insurance. He helps our clients find the correct cover at the most competitive rates.

With a select group of clients spanning 3 continents, they provide an holistic approach to financial planning, covering all aspects of wealth management under one roof. Their unique monthly subscription service not only includes the preparation and submission of annual tax returns, but also a unique client focused short-term insurance service and an independent financial planning service, all aimed at maximizing the wealth creation ability of our clients.

Get in contact with our expert team today via contact@intergate-immigration.com or use our online enquiry form